Executive Reports

Nov 2020

Banks and credit unions are publicly pledging to do their part to address American inequities, which includes building a more diverse, equitable and inclusive workforce at their financial institution. November’s BAI Executive Report helps put that plan into action.

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Oct 2020

This troubled year presents a sizable challenge for bank and credit union marketers: How do we put together messaging that is both authentic and effective, while also being sensitive to the stressful times that so many Americans are going through? October’s Executive Report shares insights on how to address the unique issues that have arisen this year.

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Sep 2020

Use your most valuable raw material. Customer data can help you craft an informed customer strategy, guide your digital transformation and become your best defense against upstart competitors. In September’s BAI Executive Report, we look at how a bank or credit union can extract the full value of its customer data.

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Aug 2020

While the coronavirus pandemic has accelerated the move to digital, lenders look for ways to incorporate the personal. How do banks and credit unions learn of a small business’s needs? Or add the human touch that’s vital to their branding? How do they develop customer bonds that lead to loyalty?

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Jul 2020

One of the most basic business objectives for banks and credit unions remains unchanged in the COVID-19 world: finding new customers, and then keeping them in an ultra-competitive environment.

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Jun 2020

When branches reopen, what will the interiors look like? How will workers interact with each other and with customers? And when will customers return?

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May 2020

Let’s not wait for the “new normal” to establish itself. Let’s learn from the “now normal.” BAI’s latest Executive Report takes a look at customer service and what financial services leaders have learned in the last two months – and what adjustments we can quickly make with customers and employees in mind.

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Apr 2020

Due to the COVID-19 crisis, bank customers and credit union members are turning to their institution’s digital services more than ever. Whether you’re planning enhancements or a full-on transformation in response, the insights contained in the newest BAI Executive Report will help your organization exceed expectations.

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